Strategic Financial Concepts’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Strategic Financial Concepts’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,342	Closed	-$211K	–	277
2025 Q2	$211K	Sell	5,342 -478	-8%	-$17.8K	0.03%	256
2025 Q1	$206K	Buy	5,820 +98	+2%	+$3.47K	0.04%	315
2024 Q4	$200K	Buy	5,722 +36	+0.6%	+$1.26K	0.04%	318
2024 Q3	$208K	Sell	5,686 -192,102	-97%	-$6.78M	0.07%	231
2024 Q2	$5.61K	Buy	+197,788	New	+$6.82M	﹤0.01%	464

Other funds holding DDLS

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Financial Concepts's DDLS Position: Q3 2025 in Review

Strategic Financial Concepts sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2025, closing a stake of 5,342 shares — an estimated $211K sold.

Strategic Financial Concepts first reported a position in DDLS in Q2 2024 and held it in 5 quarters. The position peaked at $211K in Q2 2025. 40 funds tracked by Wall St. Rank hold DDLS as of Q3 2025.

Strategic Financial Concepts reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 5,342 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2025, an estimated $211K.
Strategic Financial Concepts first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2024 and held it in 5 quarters.
Strategic Financial Concepts's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $211K in Q2 2025.
40 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.